+45.2%
AMZN vs HON
+1.7%
+43.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.5% |
| 7D | -2.7% | -2.6% | -0.1% | -1.3% |
| 30D | -7.5% | -11.9% | +4.4% | -1.2% |
| 3M | +5.8% | -6.1% | +11.9% | +7.5% |
| 6M | +17.5% | -19.2% | +36.7% | +30.1% |
| YTD | +9.1% | +0.2% | +9.0% | +4.8% |
| 1Y | +9.4% | -1.5% | +10.9% | +5.7% |
| 3Y | +82.2% | +17.9% | +64.3% | +48.9% |
| 5Y | +45.2% | +1.9% | +43.3% | +32.0% |
| All | +45.2% | +1.7% | +43.6% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling